LRPA
ESRX

L. Roy Papp & Associates’s Express Scripts Holding Company ESRX Stock Holding History

L. Roy Papp & Associates’s Portfolio ESRX Stock Details ESRX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-14,749
Closed -$1.4M – 160
2018
Q3 		$1.4M Sell
14,749
-2,200
-13% -$188K 0.25% 76
2018
Q2 		$1.31M Sell
16,949
-1,986
-10% -$149K 0.25% 71
2018
Q1 		$1.31M Sell
18,935
-31
-0.2% -$2.37K 0.25% 70
2017
Q4 		$1.42M Sell
18,966
-3,399
-15% -$217K 0.28% 66
2017
Q3 		$1.42M Sell
22,365
-17,326
-44% -$1.08M 0.31% 62
2017
Q2 		$2.53M Sell
39,691
-55,789
-58% -$3.5M 0.55% 46
2017
Q1 		$6.29M Sell
95,480
-35,947
-27% -$2.47M 1.43% 27
2016
Q4 		$9.04M Sell
131,427
-2,300
-2% -$165K 2.07% 15
2016
Q3 		$9.43M Sell
133,727
-240
-0.2% -$17.9K 2.19% 14
2016
Q2 		$10.2M Sell
133,967
-7,526
-5% -$553K 2.4% 12
2016
Q1 		$9.72M Sell
141,493
-4,713
-3% -$339K 2.3% 11
2015
Q4 		$12.8M Sell
146,206
-1,944
-1% -$167K 3.13% 7
2015
Q3 		$12M Sell
148,150
-1,578
-1% -$137K 2.97% 9
2015
Q2 		$13.3M Sell
149,728
-1,699
-1% -$148K 3.03% 9
2015
Q1 		$13.1M Sell
151,427
-1,668
-1% -$140K 2.88% 11
2014
Q4 		$13M Sell
153,095
-1,753
-1% -$137K 2.83% 12
2014
Q3 		$10.9M Sell
154,848
-35,741
-19% -$2.55M 2.53% 14
2014
Q2 		$13.2M Sell
190,589
-7,770
-4% -$547K 2.97% 11
2014
Q1 		$14.9M Sell
198,359
-14,588
-7% -$1.09M 3.47% 6
2013
Q4 		$15M Buy
212,947
+1,717
+0.8% +$112K 3.23% 8
2013
Q3 		$13.1M Buy
211,230
+6,706
+3% +$434K 3.1% 7
2013
Q2 		$12.6M Buy
+204,524
New +$12.3M 3.14% 6

Other funds holding ESRX

SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
ECM
Everence Capital Management Goshen, Indiana $1.9B AUM 39.77% 1-Year Est. Return
BJL
Brighton Jones LLC Seattle, Washington $5.38B AUM 27.31% 1-Year Est. Return
BSPF
British Steel Pension Fund London, United Kingdom $410M AUM 11.96% 1-Year Est. Return
MYAM
Meiji Yasuda Asset Management Tokyo, Japan $2.22B AUM 32.92% 1-Year Est. Return
AWM
Alterna Wealth Management Houston, Texas $174M AUM 15.45% 1-Year Est. Return
W
Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 1-Year Est. Return
ACA
Atlas Capital Advisors Jackson, Wyoming $914M AUM
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
SBL
Sargent Bickham Lagudis Boulder, Colorado $1.22B AUM 14.94% 1-Year Est. Return

L. Roy Papp & Associates's ESRX Position: Q4 2018 in Review

L. Roy Papp & Associates sold out of Express Scripts Holding Company (ESRX) in Q4 2018, closing a stake of 14,749 shares — an estimated $1.4M sold.

L. Roy Papp & Associates first reported a position in ESRX in Q2 2013 and held it in 22 quarters. The position peaked at $15M in Q4 2013. 16 funds tracked by Wall St. Rank hold ESRX as of Q4 2018.

  • L. Roy Papp & Associates reported no remaining Express Scripts Holding Company position as of Q4 2018 after selling out during the quarter.
  • L. Roy Papp & Associates sold 14,749 Express Scripts Holding Company shares in Q4 2018, an estimated $1.4M.
  • L. Roy Papp & Associates first reported a position in Express Scripts Holding Company in Q2 2013 and held it in 22 quarters.
  • L. Roy Papp & Associates's Express Scripts Holding Company position peaked at $15M in Q4 2013.
  • 16 funds tracked by Wall St. Rank held Express Scripts Holding Company as of Q4 2018.

Based on L. Roy Papp & Associates's 13F filing for Q4 2018, filed 13 Feb 2019.